+992.0%
ASX vs NUE
+559.5%
+432.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +3.0% | +3.3% |
| 7D | +11.1% | -2.3% | +13.4% | +12.0% |
| 30D | +9.6% | -6.1% | +15.7% | +12.0% |
| 3M | +18.6% | +1.7% | +17.0% | +17.1% |
| 6M | +92.1% | +53.1% | +39.0% | +63.9% |
| YTD | +158.5% | +59.0% | +99.4% | +116.9% |
| 1Y | +271.9% | +85.3% | +186.5% | +194.1% |
| 3Y | +465.2% | +63.2% | +402.0% | +352.3% |
| 5Y | +479.4% | +146.8% | +332.6% | +285.0% |
| 10Y | +992.0% | +584.3% | +407.7% | +372.6% |
| All | +992.0% | +559.5% | +432.5% | +372.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling